Chicago, IL and New York, NY (January 17, 2023) – In a significant move within the financial sector, BDT & Company Holdings, L.P. and MSD Partners, L.P. have officially announced the completion of their business combination. The newly formed entity, operating under the name BDT & MSD Partners, emerges as a merchant bank poised to cater to the unique demands of business owners and long-horizon investors. This strategic alliance combines the strengths of both firms to create a comprehensive advisory and investment platform.
What BDT & MSD Partners Offers
The firm’s service suite is designed to address the multifaceted needs of its clientele, encompassing:
Trusted Advisory Services and Capital Solutions
BDT & MSD Partners provides strategic advisory services combined with access to long-term capital through its affiliated funds. This integrated approach is designed to assist clients in achieving sustainable business growth, effectively managing their legacies, and generating positive social impact. By offering both advice and capital, the firm positions itself as a comprehensive partner for businesses looking to navigate complex challenges and opportunities.
Differentiated Investment Platform
Through its registered investment advisors, BDT Capital Partners and MSD Partners, the firm delivers access to high-caliber investment strategies across four key areas:
- Private Capital: Focusing on family- and founder-led businesses, providing bespoke capital solutions to support their unique trajectories.
- Credit: Offering diverse credit strategies to capitalize on market opportunities and deliver consistent returns.
- Real Estate: Investing in real estate assets with a long-term perspective, seeking to generate value through strategic acquisitions and management.
- Growth Equity: Targeting high-growth companies with significant potential, providing capital and expertise to accelerate their expansion.
The overarching objective of this diversified investment platform is to achieve attractive, long-term, risk-adjusted capital appreciation for its investors.
Unparalleled Global Network
BDT & MSD Partners leverages an exceptional global network, bringing together business-owning clients and investors. This network facilitates the exchange of insights and experiences among exceptional leaders, creating a collaborative ecosystem that benefits all participants. This interconnectedness provides clients with access to a wealth of knowledge and opportunities that extend beyond traditional financial services.
Leadership and Global Footprint
The leadership of BDT & MSD Partners comprises seasoned industry veterans. Byron Trott and Gregg Lemkau jointly serve as Co-Chief Executive Officers, steering the firm’s strategic direction. Dan Jester and San Orr hold the positions of Presidents, while Brendan Rogers acts as Chief Operating Officer. Byron Trott also assumes the role of Chairman, and Michael Dell serves as Chairman of the firm’s Advisory Board, lending his extensive business acumen to guide the firm.
BDT & MSD Partners operates with co-headquarters in Chicago and New York City, reflecting its national presence and reach. Furthermore, the firm has established a global footprint with offices in Dallas, Denver, Los Angeles, Palm Beach, San Francisco, London, and Frankfurt, underscoring its international capabilities and commitment to serving clients worldwide.
About BDT & MSD Partners
BDT & MSD Partners stands as a merchant bank uniquely structured to meet the distinct needs of business owners and strategic, long-term investors. The firm’s foundation is built upon decades of experience providing counsel at the intersection of founders, families, and businesses, coupled with a differentiated capital base and a culture deeply rooted in aligned investing. Since 2010, the firm’s affiliated funds have deployed over $50 billion across various investment strategies, demonstrating its robust investment capabilities and track record.
The establishment of BDT & MSD Partners in 2023 is the result of the strategic combination of BDT & Company, a merchant bank serving closely held businesses founded in 2009 by Byron Trott, and MSD Partners. MSD Partners, since its inception in 2009, has been a premier investment firm managing investments for Michael Dell, founder of Dell Technologies, and his family, as well as other like-minded investors.
For further details, please visit www.bdtmsd.com.
